Relationship Manager Eam

vor 5 Monaten

Zurich, Schweiz SYZ GROUP Vollzeit

**Purpose of the role**:
Syz is a family business focused on private banking, alternative investments, asset management and services for Independent Managers. Entrepreneurs for centuries, the Syz Group was co-founded in 1996 by Eric Syz who still leads the firm alongside his two sons and a team of industry experts.

At Syz, we actively look for new talents to shape the future of our clients. For our long-term development in the segment of External Asset Managers, we are looking for a motivated and competent client advisor who would like to actively contribute to the success of a family-run, medium-sized Swiss bank. We will offer you the opportunity to contribute to the expansion of the External Asset Manager desk in Zurich, a strategically important segment for the bank and to take on responsibility for results and decision-making in a dynamic environment and to develop personally and professionally.

If you are obsessed with meeting client needs, want to challenge the status quo and be part of the future, then we want to hear from you. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return of your talent and dedication you can expect a fast-paced, stimulating work environment, a flat hierarchy with direct access to senior leaders, a culture hungry for innovation and feedback, and the opportunity for your voice to be heard and your ideas listened to.

Responsabilités principales
- Develop a book of EAM and onboard new EAM
- Dealing with demanding Independent Asset Managers and Multi Family Offices in German-speaking Switzerland (and potentially in the U.S.)
- Handling the day-to-day business with the support of competent assistants
- Providing the client with investment and management advice, in accordance with the Bank’s investment strategy based on the client’s investment objectives and profile (Advisory, Discretionary processes etc.) as well as manage the credit requests
- Actively cooperate and exchange with internal specialists
- Collaborating with our risk & compliance functions to ensure regulatory and legal requirements are fulfilled including KYC periodical reviews
- Ensuring that your level of knowledge relating to your markets is up to date (market watch - cross-border rules, geopolitical news, product knowledge etc.)

Profil
**Education**:

- MBA, University degree or completed banking education with specialised further training
- CWMA a must

**Professional Experience required**:

- Several years of experience in building up a client book in the intermediary business of a (private) bank in Switzerland
- Very good network in the EAM / MFO segment in German-speaking Switzerland, a focus on intermediaries with an SEC licence would be an advantage

**Soft skills**:

- Initiative and service-oriented personality with proven acquisition skills
- Strong communication and representation skills with a cultivated appearance
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations

**Technical skills**:

- Sound technical knowledge of banking platforms, securities trading, FX, derivatives and loans

**Languages**:

- Good command of written and spoken English and German, knowledge of French is an advantage

**Swiss Residence requirements? Yes

  • Relationship Manager Eam International

    vor 5 Monaten

    Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 44** *** - Are you passionate about the financial world? For our Private Clients / External Asset Management (EAM) division covering EAM International, we are looking for a highly motivated and engaged Relationship Manager. - We have a cohesive and experienced team that has been working together harmoniously for an extended...

  • Assistant Relationship Manager

    vor 6 Monaten

    Zurich, Schweiz LHH Vollzeit

    For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...

  • Relationship Manager Eam

    vor 6 Monaten

    Zurich, Schweiz Sygnum Vollzeit

    **About Us** Sygnum is the world’s first bank for digital assets, founded in Switzerland and Singapore, and operating globally. We make digital assets bankable, secure, and convenient, empowering our clients to invest in the digital asset economy with complete trust. Sygnum’s diverse and talented team of banking, investment and DLT (Distributed Ledger...

  • Assistant Relationship Management Eam International

    vor 6 Monaten

    Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our EAM International desk, we are looking for an Assistant Relationship Management who will help support the team.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the client’s needs in first place. - Be the go-to...

  • Assistant Relationship Manager Intermediaries

    vor 5 Monaten

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

  • Relationship Manager

    vor 6 Monaten

    Zurich, Schweiz Aston Carter Vollzeit

    Aston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified - Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You’ll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue...

  • Head Eam International

    vor 5 Monaten

    Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Gotthardstrasse 44** *** - Would you like to leverage on the proven investment expertise of Vontobel to further develop a global business? Do you enjoy acquiring new market s and design global growth strategies? - For our External Asset Managers division, we are looking for a new Head EAM International, who will take the lead of our EAM coverage...

  • Relationship Manager

    vor 5 Monaten

    Zurich, Schweiz Monterosa Services AG Vollzeit

    **NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...

  • Relationship Manager

    vor 5 Monaten

    Zurich, Schweiz Saxo Bank Vollzeit

    Zurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...

  • Investor Relationship Manager

    vor 6 Monaten

    Zurich, Schweiz WEXECUTIVE Vollzeit

    M- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...

  • Junior Relationship Manager

    vor 6 Monaten

    Zurich, Schweiz Bank Vontobel Vollzeit

    Junior Relationship Manager At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...

  • Relationship Manager

    vor 5 Monaten

    Zurich, Schweiz Amicum Capital AG Vollzeit

    Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. The company is registered in Zurich in 2016 and controlled by its management. **Amicum Capital helps its clients to**: - manage financial investments deposited at leading Swiss banks; - finance large purchases...

  • Relationship Manager Institutional Clients

    vor 5 Monaten

    Zurich, Schweiz JobHive AG Vollzeit

    Wer stellt ein? Für eine Bank mit Sitz in Basel suchen wir eine(n) Relationship Manager/in für Institutionelle Kunden! Aufgaben - Anspruchsvolles Portfolio von privat gehaltenen Unternehmen selbständig betreuen und entwickeln - Den strategischen Dialog mit Treasurern, CFO, CEO und gegebenenfalls VR pflegen - Neukunden akquirieren, auf Cross-Selling und...

  • Wealth Planner

    vor 6 Monaten

    Zurich, Schweiz Thomson Consulting AG Vollzeit

    Unsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....

  • Regional Sales Manager, Dach

    vor 6 Monaten

    Zurich, Schweiz Radware Bot Manager Vollzeit

    Regional Sales Manager, DACH - Switzerland - (2400003D) Regional Sales Manager, DACH - Switzerland Radware is looking for a Regional Sales Manager in DACH to engage Radware within key Enterprise industries. To define and represent the enhanced Radware proposition to defined players in this market segment and to aggressively grow Radware’s market share...

  • Relationship Manager

    vor 5 Monaten

    Zurich, Schweiz Robert Half Vollzeit

    **Vacancy**:Relationship Manager - Trading (f/m/x)**: - We are looking for a **Relationship Manager** for our client, a **Bank **specialized in** Trading **based in** Zürich**. For this position, the employee in question will work directly for our client. The support, placement and all of our additional services are free of charge for you as the...

  • Relationship Manager

    vor 6 Monaten

    Zurich, Schweiz Globalance Bank Vollzeit

    WIR SUCHEN DICH! **Relationship Manager (HNWI)**: 80-100 % in Zürich - per sofort **Deine Rolle in fünf Sätzen**: - Du bist ein leidenschaftlicher Akquisiteur und hast Freude daran, ein eigenes Kundenbuch für eine der schnellst wachsenden Privatbank in der Schweiz aufzubauen. - Du bist agil und motiviert, den Markt mit eigenen Akquisitionsideen zu...

  • Cross Unit Relationship Manager Booking Center

    vor 5 Monaten

    Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Cross Unit Relationship Manager (CURM) is the primary point of contact of RMs located in another legal entity of the...

  • Junior Relationship Manager Real Estate

    vor 6 Monaten

    Zurich, Schweiz CG24 Group AG Vollzeit

    **Junior Relationship Manager Real Estate 80-100%** Wir sind die CG24 Group AG - das führende FinTech-Startup im Bereich Marketplace-Lending in Zürich. Über unsere Crowdlending Plattform finanzieren wir KMU’s, Privatpersonen sowie professionelle Immobilienunternehmen. Privatpersonen und institutionellen Anlegern bieten wir innovative...

  • Relationship Manager

    vor 5 Monaten

    Zurich, Schweiz FUTURE WATCH Vollzeit

    _**SERIOUSLY. THIS IS AN OPPORTUNITY YOU DON’T WANT TO MISS..**_ **Our Client is a niche, globally active financial services group offering traditional wealth management and specialized investment services to Swiss and overseas HNWI & institutional clients.** **They have an established presence in Zurich and with various countries worldwide.** **Our client...